Kenneth A. Cusick

ALONGSIDE

Irving, TX 75062

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CRD#: 6801194

Professional summary

Kenneth Albert Cusick JR, who also goes by Kenneth Cusick, is a registered financial advisor currently at ALONGSIDE, LLC located in Irving, Texas.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kenneth has worked at 4 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Kenneth Cusick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Cottonwood Capital Advisors 105 Decker Ct., Suite 730 Irving, TX 75062 dba for advisory business since 09/2026 investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Albert Cusick JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 29, 2026 - Present

ALONGSIDE, LLC

Office #1: 105 Decker Ct. Suite 730, Irving, TX 75062

RIA

CRD#: 333587

Irving, TX

Past

February 7, 2025 - September 23, 2026

TEXAS FAMILY WEALTH, LLC

RIA

CRD#: 327332

FRIENDSWOOD, TX

Past

July 6, 2021 - January 8, 2025

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

May 24, 2018 - December 26, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CORPUS CHRISTI, TX

Past

April 4, 2018 - December 26, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CORPUS CHRISTI, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 7/6/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 5/23/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/4/2018

General Securities Representative Examination

Current Firm

ALONGSIDE, LLC

CRD#: 333587 / SEC#: 801-131682

RIA

Registered Investment Advisory firm - (1/15/2025 Approved)

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Contact information

Main Address

3711 S Mopac Expy Suite 150, Austin, TX 78746

Mailing Address

Phone number

(512) 241-7341

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALONGSIDE, LLC ADV PART 2A (4/14/2026)

Regulatory assets under management

Total Number of Accounts	3,903
AUM (Assets Under Management)	$ 878,611,865

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/29/2026	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kenneth A. Cusick

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kenneth Albert Cusick JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEXAS FAMILY WEALTH, LLC

FISHER INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ALONGSIDE, LLC

State Registrations and Notice Filings

Exams

Series 65

Passed: 7/6/2021

Series 66

Passed: 5/23/2018

SIE

Passed: 10/1/2018

Series 7

Passed: 4/4/2018

Current Firm

ALONGSIDE, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ALONGSIDE, LLC

TRUST BUT VERIFY

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